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Disclosery

LPL Financial LLC: IEZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LPL Financial LLC on IEZ, newest first. How the timeline and the estimate are built.

LPL Financial LLC held 294,731 IEZ shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 294,731 shares
    Change vs previous 13F +171,974 shares

    <0.01% of the 13F portfolio, value $7,928,263.

    13F-HR 0001403438-26-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 122,757 shares
    Change vs previous 13F +36,031 shares

    <0.01% of the 13F portfolio, value $3,553,822.

    13F-HR 0001403438-26-000002 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 86,726 shares
    Change vs previous 13F -17,658 shares

    <0.01% of the 13F portfolio, value $1,809,963.

    13F-HR 0001403438-26-000001 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 104,384 shares
    Change vs previous 13F -6,645 shares

    <0.01% of the 13F portfolio, value $2,013,572.

    13F-HR 0001403438-25-000006 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 111,029 shares
    Change vs previous 13F +633 shares

    <0.01% of the 13F portfolio, value $1,884,155.

    13F-HR 0001403438-25-000005 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 110,396 shares
    Change vs previous 13F +21,146 shares

    <0.01% of the 13F portfolio, value $2,152,719.

    13F-HR 0001403438-25-000003 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 89,250 shares
    Change vs previous 13F +3,535 shares

    <0.01% of the 13F portfolio, value $1,768,046.

    13F-HR 0001403438-25-000002 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 85,715 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,722,016.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).